AvalonBay Communities Aktie News

REITs are priced at their lowest valuations in years. But REIT fundamentals remain strong for the most part. And with interest rates soon headed lower, opportunities are abundant.

AVB's guidance is better than average for the sector. The company also performed quite well on FFO per share over the last two years. AVB indicated they plan to push out renewal offers at an average 5% increase for March and April 2024.

ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) will release its first quarter 2024 earnings on April 25, 2024 after the market close. The Company will hold a conference call on April 26, 2024 at 11:00 AM Eastern Time (ET) to discuss its first quarter 2024 results. Live Conference Call Details Domestic: (877) 407-9716 International: (201) 493-6779 Webcas...

REITs Prioritize Maintenance Spending: Public REITs prioritize maintenance capex, ensuring property upkeep and tenant satisfaction while minimizing investor risk. Divergent Capital Allocation Strategies: Public REITs emphasize long-term returns through property maintenance, while private equity models often defer maintenance for short-term profit, risking occupancy and tenant satisfaction. REIT...

Some property sectors are in trouble due to oversupply, which is causing rents and property values to decline. Moreover, capital remains expensive and a wave of debt maturities is looming. Here's what this means for REITs and other commercial real estate stocks.

I have been actively reshaping my portfolio by selling off low-conviction holdings and focusing on high-growth compounders. I have reduced my holdings from roughly 90 to roughly 70 over the past 6 months or so. I am excited about my current allocations and believe my portfolio changes will set them up for continued double-digit annual income growth.

After covering the Winners of REIT Earnings Season last week, Part 2 of our Earnings Recap focuses on the worst-performing property sectors and common threads shared by these laggards. While there were no major "bombshells" this earnings season, there were pockets of relative weakness seen in the interest-rate-sensitive property sectors - net lease and office - along with goods-oriented sectors...

Apartments in Coastal markets have much better demand-supply dynamics than in the Sunbelt. As a result, rents are poised to grow and occupancy likely to remain solid. Unfortunately, at a 5.2% cap rate, the valuation already reflects the positive outlook, leaving little potential for alpha.